Description

BSE announces the merger of HSBC Global Equity Climate Change Fund of Fund (6 schemes) into corresponding schemes of HSBC Global Emerging Markets Fund on the BSE StAR MF Platform.

Summary

BSE has notified the merger of all six scheme variants of HSBC Global Equity Climate Change Fund of Fund into their corresponding variants of HSBC Global Emerging Markets Fund on the BSE StAR MF Platform. Investors in the transferor schemes will have their units moved to new ISINs under the transferee schemes.

Key Points

  • Six scheme variants are being merged from HSBC Global Equity Climate Change Fund of Fund to HSBC Global Emerging Markets Fund
  • Both regular and direct plan variants (Growth, IDCW Payout, IDCW Reinvestment) are covered
  • Each transferor ISIN is mapped to a specific transferee ISIN
  • The merger is applicable on the BSE StAR MF (Mutual Fund) platform

Regulatory Changes

The following ISIN mappings apply post-merger:

Transferor ISINTransferor SchemeTransferee ISINTransferee Scheme
INF336L01QA2HSBC Global Equity Climate Change FoF – IDCW ReinvestmentINF336L01420HSBC Global Emerging Markets Fund – IDCW Reinvestment
INF336L01PZ1HSBC Global Equity Climate Change FoF – IDCW PayoutINF336L01438HSBC Global Emerging Markets Fund – IDCW Payout
INF336L01PY4HSBC Global Equity Climate Change FoF – GrowthINF336L01446HSBC Global Emerging Markets Fund – Growth
INF336L01PW8HSBC Global Equity Climate Change FoF – Direct IDCW PayoutINF336L01CH7HSBC Global Emerging Markets Fund – IDCW Payout Direct Plan
INF336L01PX6HSBC Global Equity Climate Change FoF – Direct IDCW ReinvestmentINF336L01CI5HSBC Global Emerging Markets Fund – IDCW Reinvestment Direct Plan
INF336L01PV0HSBC Global Equity Climate Change FoF – Direct GrowthINF336L01CJ3HSBC Global Emerging Markets Fund – Growth Direct Plan

Compliance Requirements

  • BSE StAR MF platform participants and distributors must update their systems to reflect the new ISINs for the transferee schemes
  • Investors and intermediaries should ensure that any pending or future transactions reference the correct transferee ISINs post-merger
  • Portfolio management and reporting systems should be updated to map old ISINs to new ISINs

Important Dates

  • Circular Date: 2026-02-24
  • Effective date of merger on BSE StAR MF platform: As per HSBC Mutual Fund’s scheme merger timeline (refer to the AMC notice for exact effective date)

Impact Assessment

This merger impacts investors holding units in HSBC Global Equity Climate Change Fund of Fund across all plan variants. The fund’s investment mandate will shift from a climate-change-focused fund-of-fund strategy to a broader global emerging markets strategy. Distributors and platforms using BSE StAR MF must update ISIN references to avoid transaction failures. No direct equity stock impact; impact is limited to mutual fund investors and intermediaries on the BSE StAR MF platform.

Impact Justification

Affects investors in HSBC Global Equity Climate Change Fund of Fund across 6 plan variants; their holdings will be transferred to HSBC Global Emerging Markets Fund with new ISINs, requiring awareness for portfolio tracking and transaction purposes on BSE StAR MF platform.